Relationship Banker, Midtown, NY

About the role

The Difference You Make
As a Relationship Banker, you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service.

Responsibilities

• Proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools.
• Collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank.
• Enhance customer satisfaction and loyalty while supporting the bank's growth objectives.
• Achieve or exceed sales targets by actively promoting and effectively cross-selling various banking products and services to existing and prospective customers.
• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management, and community engagement.
• Ensure the financial needs of the customer are met, including transactional, servicing, and product needs.
• Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
• Foster customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
• Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
• Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
• Collaborate with team members and partners to achieve branch goals and drive overall performance.

Qualifications

• 3+ Years Experience selling products and/or services in an incentive-based environment - Required.
• 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.
• 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required.
• 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
• Established relationship-building skills with a focus on customer experience and loyalty.
• Excellent customer service skills and a passion for helping others.
• Proven track record in sales and cross-selling products and services.
• Ability to work collaboratively in a team-oriented environment.
• Excellent communication, consultative and influence skills both verbal and written.
• Ability to display a credible, trustworthy, and professional image at all times.
• Proficient in using digital tools and technology to enhance customer engagement.
• Ability to follow directions, policies, and procedures.
• Ability to identify and escalate concerns of risk to appropriate channels.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Computer proficiency and basic math skills.
• Ability to work branch hours, which can include weekends and evenings.

Skills

• Strong interpersonal and communication skills.
• Ability to build and maintain strong client relationships.
• Knowledge of banking products and services.
• Ability to work independently and as part of a team.
• Strong problem-solving and decision-making abilities.
• Effective time management and organizational skills.
• Ability to handle confidential information with discretion.

Benefits

• Competitive compensation package.
• Comprehensive health and wellness programs.
• Flexible work arrangements.
• Professional development opportunities.
• Employee discounts and perks.
• Work-life balance initiatives.

Pay

$38,250.00 USD to $61,000.00 USD annually.

Schedule

Branch hours, which can include weekends and evenings.